Plan Snapshot
- Plan Sponsor: Health Plus Management LLC
- Sponsor EIN: 900818246
- Sponsor Address: 50 CHARLES LINDBERG, UNIONDALE, NY, 115533654
- Plan Type: 401(k)
- Total Participants: 306
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 306 | $3.3M | $105,641 | $628,083 |
| 2023 | 321 | $2.3M | $82,327 | $558,810 |
| 2022 | 310 | $1.5M | $68,359 | $398,653 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GIAMBALVO STALZER AND CO, CPAS, PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $21,492 | $311 | $20,321 | — | — |
| 2023 | $17,365 | $205 | $16,300 | — | — |
| 2022 | $14,434 | $146 | $14,288 | — | — |